To update your import profiles:

  1. Go to Products > Import > Profiles
  2. Select the profile you want to edit by clicking on the name

You will see a page that looks like this:

 

Adding New Data

  1. Go to the bottom of the screen and click ADD COLUMN
  2. The column name must be EQUAL to the incoming data. This includes any special characters, or capitalization (see below)
  3. Match the column to the correct PIM attribute or create a new one
  4. Click Save

See “Editing Existing Data” below to learn about all the options.

Example Column Name Inputs:

Incoming data:

shipping_ID

Correct column name:

     shipping_ID

Incorrect column names: 

x  Shipping_ID  (capital first letter)

x  shippingID     (no underscore)

x  shipping_id   (lower case “ID”)

 shipping-ID   (dash instead of underscore)

These are just a few examples

 

Editing Existing Data

Here is an overview of the type of data you can update for your products and what they mean:

 

Import Settings

Import Products

This determines what information will be imported. Sometimes you only want to import new product information, instead of the whole spreadsheet. You can choose from:

  • Add new & Update existing – This is the default
  • Only add new – This will only import new SKUs, all existing SKUs will be ignored
  • Only update existing – This will only update the existing SKUs in the system and ignore all new SKUs

Remember SKUs are the unique identifier for the Plytix PIM

 

Status for new products

This determines if the products are considered complete or incomplete (draft) in terms of information. This setting is useful when you want to keep things out of your channels or catalogs.

  • Completed – This is the default
  • Draft – This will mark your products in the PIM as draft, which is considered incomplete or “private”.

 

Column separator

This is automatically detected when you import. Only change this if you are certain that the incoming spreadsheet will have different settings. The column separator determines how your spreadsheet is read in terms of what constitutes a column.

 

Text delimiter

This is automatically detected when you import. Only change this if you are certain that the incoming spreadsheet will have different settings. The text delimiter determines how the text in your spreadsheet is read by the system.

 

Charset

This is automatically detected when you import. Only change this if you are certain that the incoming spreadsheet will have different settings.The charset defines the encoding of the spreadsheet.


Data Matching

 

Here there is a lot of options for data import. The default values are the most commonly used settings. But let’s take it piece by piece

 

Incoming Data 

This is the information that you are sending to Plytix in the format of the sending source. This information must be exactly the same as the sending source in order for us to recognize and match the information.

PIM Attribute 

This tells you what attribute you are going to convert the incoming data into. You can match to existing attributes or create new ones on the fly.

Empty Values

Sometimes your spreadsheet will have empty values for certain attributes and products. This lets you decide what to do with those.

  • Skip – This is the default. This means that we will simply ignore the empty value and no actions will be taken
  • Erase Existing – This will translate that empty value into a command to delete your existing information in the PIM. 

 

New Values

This is for multi-select and dropdown attributes that have more than one value option.

  • Add – This is the default. This will add all new values to your existing list of options.
  • Replace – This will delete all existing options and replace them with the incoming options.

 

Import Format

Some incoming information requires a certain standard format so that the information is read correctly. The format defined here only corresponds to the incoming data, not how the data will be presented in the PIM. You can change that information in your attribute settings.

  • Value Separator – This defines what an individual value is. The default is a comma.
  • Decimal Separator – This tells us your number format. (0.00 vs 0,00).
  • Hierarchy Separator – This defines the “levels” of an attribute. This is currently only used for categories. Our default is >
    • So for example 3 categories would look like this:   Top Category > Second level sub-category > Third level sub-category